Taxes

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Taxes list page: https://cloud.protemos.com/tax/index


You can define several taxes in the system, link them to the clients and vendors, and add them to your invoices.

Taxes list

To create a list of taxes, go to Settings=>Taxes=>Taxes list:

Taxes menu taxes list.jpg

It will bring you to the Taxes list page.

Here you may define the necessary number of taxes that will be used in the system.

To add a new tax, press the "New tax" button:

Taxes list.jpg

Enter a name of the tax and specify its sort order in invoices:

New tax creation.jpg

Press "Create" to add the new tax to the list.

Note: Only the taxes, that are defined in this list, will be displayed in the drop-down list while assigning values to them.

On this page, you may also rename taxes, change their sort order or delete them by pressing corresponding buttons:

Taxes list page.jpg

Note: You can’t delete taxes that you have already used in invoices.

Having entered all the needed taxes, you can define default clients and vendors taxes sets.

For more info, please see the next sections.

Default clients taxes set

To create a default clients taxes set, go to Settings=>Taxes=>Default clients taxes set:

Taxes menu DC.jpg

Then press the "Add default tax" button:

SM Taxes default clients add button.jpg

Select the tax name from the drop-down list (first, it should be created in: Settings=>Taxes=>Taxes list as described above):

New default client tax new.jpg

Enter its default value and press "Create":

New default client tax2.jpg

The new tax will appear in the default clients taxes set:

Clients taxes set page.jpg

Here you may update taxes, their default values or delete them by pressing corresponding buttons.

You may add as many taxes as you need.

Now, when you issue the invoices, the system will be adding this set of taxes to each of them.

Note : Apart from that, you may define an individual set of taxes for each client. It will override the default clients taxes set value.

Please see more info below.

Custom taxes set for individual client

As stated above, you can define an individual set of taxes for each client.

To do so, go to the required client's profile, and select the Taxes tab:

Define custom set client.jpg

By default, the global taxes set (default clients taxes set) is applied whenever an invoice is generated.

To apply a custom taxes set for this client, press the "Define custom set" button:

Define custom set client profile button.jpg

Note : If the custom taxes set is applied, but it remains empty - no taxes will be added whenever an invoice is generated for this particular client.

Custom set for client is upplied.jpg

To add an individual tax value for this client, press the "New tax" button:

Custom set for client add new button.jpg

Select the tax name from the drop-down list (first, it should be created in: Settings=>Taxes=>Taxes list as described above):

Custom VAT for client1.jpg

Enter its default value and press "Create":

Custom VAT for client2.jpg

The new tax will appear in the custom taxes set:

Client custom taxes set.jpg

You may add as many custom taxes as you need.

Now, when you issue invoices for this client, the system will be adding this custom set of taxes to each of them.

On this page, you may also update taxes, their default values or delete them by pressing corresponding buttons.

Here you can also switch back to the use of global taxes set (default clients taxes) by pressing the "Use global set" button:

Use global set button.jpg

Taxes in individual client invoice

In the taxes section of client invoice page, the set of taxes is displayed according to the system and client's profile settings:

  • Custom taxes set - will be displayed if you apply and define a custom taxes set for the particular client.
  • No taxes - will be displayed if you apply the custom taxes set, but don't define any tax values for the client.

But in any case, you can add new taxes, edit or delete displayed ones by pressing corresponding buttons, and override the default and custom sets described above:

Cl inv tax sect.jpg

Taxes will be added and displayed in the invoice details section:

Cl inv display taxes.jpg

Default vendors taxes set

To create a default vendors taxes set, go to System=>Taxes=>Default vendors taxes set:

Taxes menu DV.jpg

Then press the "Add default tax" button:

VTS add default tax.jpg

Select the tax name from the drop-down list (first, it should be created in: Settings=>Taxes=>Taxes list as described above):

VTS tax name choosing.jpg

Enter its default value and press "Create":

VTS tax name choosing2.jpg

The new tax will appear in the default vendors taxes set:

Default VTS.jpg

Here you may update taxes, their default values or delete them by pressing corresponding buttons.

You may add as many taxes as you need.

Now, when you issue the invoices, the system will be adding this set of taxes to each of them.

Note : Apart from that, you may define an individual set of taxes for each vendor. It will override the default vendors taxes set value.

Please see more info below.

Custom taxes set for individual vendor

As stated above, you can define an individual set of taxes for each vendor.

To do so, go to the required vendor's profile, and select the Taxes tab:

Vendor taxes tab.jpg

By default, the global taxes set (default vendors taxes set) is applied whenever an invoice is generated.

To apply a custom taxes set for this vendor, press the "Define custom set" button:

Vendor taxes tab define custom.jpg

Note : If the custom taxes set is applied, but it remains empty - no taxes will be added whenever an invoice is generated for this particular vendor:

Vendor taxes tab custom set is applied.jpg

To add an individual tax value for this vendor, press the "New tax" button:

VTT new tax.jpg

Select the tax name from the drop-down list (first, it should be created in: Settings=>Taxes=>Taxes list as described above):

Custom tax for vendor adding1.jpg

Enter its default value and press "Create":

Custom tax for vendor adding2.jpg

The new tax will appear in the custom taxes set:

VCustom Set.jpg

You may add as many custom taxes as you need.

Now, when you issue invoices for this vendor, the system will be adding this custom set of taxes to each of them.

On this page, you may also update taxes, their default values or delete them by pressing corresponding buttons.

Here you can also switch back to the use of global taxes set (default vendors taxes) by pressing the "Use global set" button:

VCustom Set use global.jpg

Taxes in individual vendor invoice

In the taxes section of vendor invoice page, the set of taxes is displayed according to the system and vendor's profile settings:

  • Custom taxes set - will be displayed if you apply and define a custom taxes set for the particular vendor.
  • No taxes - will be displayed if you apply the custom taxes set, but don't define any tax values for the vendor.

But in any case, you can add new taxes, edit or delete displayed ones by pressing corresponding buttons, and override the default and custom sets described above:

Vendor invoice taxes section.jpg

Taxes will be added and displayed in the invoice details section:

Vendor invoice details section.jpg